Horace
Seely-Brown

Pensionmark Financial Group, LLC

CRD#2921928
Investment Advisor
in Barrington, IL

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About this Advisor

Horace Seely-Brown is a financial advisor based in Barrington, Illinois, working with Pensionmark Financial Group, LLC. Horace has previously held positions at Jltd Advisors, LLC, Osaic Wealth, Inc, Pensionmark Financial Group, Tfs Securities, Inc, Royal Alliance Associates, Inc, and Financial Solutions, LLC. Horace has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois and Wisconsin. Currently, Horace is part of Pensionmark Financial Group, LLC, which operates out of Barrington, Illinois. The firm has 59 offices and 324 employees. The firm manages assets totaling $37.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Pensionmark Financial Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

108 South Wynstone Park Drive, Suite 110
Barrington, IL 60010

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Pensionmark Financial Group, LLC Brokerage Details

Total Assets Under Management

$37,759,764,327

IL Average: $7,578,581,321
Total Number of Employees

324

IL Average: 43
Total Number of Accounts

11,973

IL Average: 3,727
Average Account Size

$3,153,743

IL Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Horace Seely-Brown Work History

2024 - Present (1 year)

Tfs Securities, Inc

2023 - Present (2 years)

Pensionmark Financial Group

2016 - 2024 (8 years)

Osaic Wealth, Inc

2016 - 2023 (7 years)

Financial Solutions, LLC

2013 - 2016 (3 years)

Royal Alliance Associates, Inc

2006 - 2016 (10 years)

Jltd Advisors, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Horace Seely-Brown to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pensionmark Financial Group, LLC

Derek Holt
Lehi, UT
Kyle Bochat
Gainesville, GA
Jaron Nemes
Burlington, VT
Manuel Garcia
San Antonio, TX
James Holly
Laguna Niguel, CA
James Vanke
Atlanta, GA
Nicholas Russo
Pittsford, NY
David Gonzaga
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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